SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,011 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,154,522 | -6.1% | 18,733 | +0.1% | 0.08% | -3.5% |
| Q2 2023 | $2,295,103 | -10.8% | 18,723 | -10.0% | 0.08% | -15.0% |
| Q1 2023 | $2,573,277 | +126662.4% | 20,801 | +28.2% | 0.10% | -12.3% |
| Q4 2022 | $2,030 | -99.9% | 16,225 | +4.5% | 0.11% | +8.6% |
| Q3 2022 | $1,731,000 | -22.3% | 15,526 | -17.3% | 0.10% | +14.1% |
| Q2 2022 | $2,228,000 | -22.2% | 18,775 | -16.0% | 0.09% | +19.5% |
| Q1 2022 | $2,863,000 | -2.1% | 22,349 | -1.4% | 0.08% | +18.5% |
| Q4 2021 | $2,925,000 | +0.2% | 22,656 | -2.0% | 0.06% | -15.6% |
| Q3 2021 | $2,918,000 | +2.8% | 23,123 | -0.4% | 0.08% | 0.0% |
| Q2 2021 | $2,838,000 | +4.5% | 23,207 | +0.8% | 0.08% | +6.9% |
| Q1 2021 | $2,717,000 | – | 23,021 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |